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2020/07/31 / Erste Group Research

Equity Weekly

Globale Aktien: Leichter Aufwärtstrend; US-Berichtssaison: Apple und Amazon übertreffen Erwartungen; Edelmetalle: Gold profitiert von den lange noch niedrigen Renditen

Die US-Berichtssaison verlief in der letzten Woche positiv. Die wichtigen Technologiewerte Apple und Amazon berichteten hervorragende Ergebnisse. Die große Mehrheit der Unternehmen lieferte bisher positive Überraschungen bei den berichteten Gewinnen.

Der ATX verbucht in dieser Woche eine herbe Kurskorrektur von 6,5%, wobei vor allem die Finanzwerte stark unter Druck geraten. Steigende COVID-19 Fälle weltweit sowie die damit verbundenen Konjunkturängste belasten nicht nur den österreichischen Leitindex, solide Quartalsergebnisse werden derzeit außer Acht gelassen. Mit einer erhöhten Volatilität ist wohl auch in den kommende Wochen zu rechnen.

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General information

AuthorErste Group Research
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Basic Resources, Industrial Goods & Services, Insurance, Oil & Gas, Retail, Technology, Utilities

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